What’s In A Name: Chief Efficiency Officer
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line
Finance
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
Top Finance Articles
6 Lessons For Credit Unions From Craft Breweries
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
The K-Shaped Recovery And An Economy Divided
Inflation, debt, and income inequality are fueling a K-shaped, post-pandemic recovery, widening the gap between different economic segments and challenging lower-income households.
6 Takes On Today’s Member Experience: Kim Riley
May 4, 2026
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The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Ami Iceman Haueter
May 4, 2026
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The CXO of MSUFCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Jimmy Lovelace
May 4, 2026
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The CXO of Community First Credit Union of Florida talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Strategic Outlook 2026: Credit Card Market Trends Driving Issuer Success
April 30, 2026
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Join Elan Credit Card and TRK Advisors as they break down how credit unions stack up against major credit card issuers, what to anticipate throughout 2026, and some thoughts on recent legislative proposals.
Consumers Are Financing The Future Any Way They Can
April 27, 2026
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Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.
Where ALM Falls Short: A Data-Driven Look at DDA Behavior
April 15, 2026
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Explore how balance behavior, rate sensitivity, and runoff risk shape funding stability—and what it means for ALM, liquidity, and margin protection.
6 Credit Union Executive Priorities For 2026
April 15, 2026
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Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
April 13, 2026
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As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
April 13, 2026
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Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
Fresh Risks For Financial Markets
April 13, 2026
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Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
6 Takes On Today’s Member Experience: Kim Riley
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Ami Iceman Haueter
The CXO of MSUFCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Jimmy Lovelace
The CXO of Community First Credit Union of Florida talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Strategic Outlook 2026: Credit Card Market Trends Driving Issuer Success
Join Elan Credit Card and TRK Advisors as they break down how credit unions stack up against major credit card issuers, what to anticipate throughout ...
Consumers Are Financing The Future Any Way They Can
Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.
Where ALM Falls Short: A Data-Driven Look at DDA Behavior
Explore how balance behavior, rate sensitivity, and runoff risk shape funding stability—and what it means for ALM, liquidity, and margin protection.
What’s Next For Credit Union Earnings?
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
Fresh Risks For Financial Markets
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
6 Credit Union Executive Priorities For 2026